Greg Misko

Greg Misko, CEPA
Senior Vice President Wealth Advisor Truist Bank

360 Central Ave

St Petersburg, FL 33701-3803

gmisko@truist.com

Phone 941-951-3340

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About me

Background

As a Wealth Advisor with Truist, Greg Misko offers his clients more than 15 years of financial services, retirement planning, and investment management experience. Over the years, he has assisted clients to help them realize their financial goals through Financial Planning. Greg has been with Truist since 2012 and currently resides in the Tampa Bay Region.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS Chemical Engineering
Bucknell University 2002
MBA
University of Maryland 2014

Personal Interests

Greg is originally from the Northeast after graduating from Bucknell University with his Bachelors of Science. He also has an MBA from the Robert H. Smith School of Business at the University of Maryland. Since relocating to Florida, he enjoys spending time on the water and keeping active in the Tampa Bay Community.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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